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Mount Yale Investment Advisors’s Principal Financial Group PFG Stock Holding History

Mount Yale Investment Advisors’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$861K Buy
+9,552
New +$873K 0.02% 561
2025
Q3 		– Sell
-938
Closed -$74.5K – 1342
2025
Q2 		$74.5K Buy
+938
New +$72K 0.01% 710
2018
Q4 		– Sell
-858
Closed -$42K – 648
2018
Q3 		$42K Buy
+858
New +$47.8K 0.01% 635

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's PFG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Principal Financial Group (PFG) in Q1 2026: 9,552 shares worth $861K. The stake represents 0.02% of the portfolio and ranks #561 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in PFG as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in PFG in Q3 2018 and has held it in 3 quarters since. 911 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Mount Yale Investment Advisors held 9,552 shares of Principal Financial Group worth $861K as of Q1 2026.
  • Principal Financial Group was a new Mount Yale Investment Advisors position in Q1 2026.
  • Principal Financial Group made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #561 holding.
  • Mount Yale Investment Advisors first reported a position in Principal Financial Group in Q3 2018 and has held it in 3 quarters since.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.